Inheritance tax - What people get wrong about the 7-year rule
How well do you understand inheritance tax (IHT)? It might sound simple at first. You could just give away your money and, if you live for seven years, you won't pay tax on those gifts. But it's more complex than that. In this week's Personal Investor podcast, Ed and Marianna take a closer look at one of the UK's most divisive taxes. They explore the 7-year rule and what it means for passing on your money. Capital at risk. ----- 00:00 - Intro 01:36 - Inheritance tax (IHT) basics 02:35 - What is the 7-year rule? 04:35 - Differing IHT rates for gifts 07:53 - An example calculation 11:43 - The upcoming budget ----- Follow us on social media: Facebook: / fidelityinternationaluk LinkedIn: / fidelity-international X: http://x.com/Fidelity_UK Visit our site: https://www.fidelity.co.uk?utm_term=p... Get more insights: https://www.fidelity.co.uk/markets-in... Get updates to your inbox: https://page.ei.fidelity.co.uk/manage...
How - and when - should you take tax-free cash from your pension?
£250k pension: here’s the retirement income you can expect
22 Inheritance Mistakes That Trigger HMRC
This is how I’ll turn my pension into income
What HMRC Aren't Telling You About Trusts (But I Will)
Ex-Tax Adviser Explains: The Strategy HMRC Doesn't Want You To Know (Buy, Borrow, Die)
Inheritance Tax: can this hack help you gift money tax-free?
Double tax? 9 steps to tackle the IHT change coming for your pension
Tax on your ISA savings? What you need to know before 2027
Why HMRC Doesn’t Want You to Understand This
Budget tax rises - here’s where they hit the hardest
Never Buy ANY Land If You See These 7 Flaws
Every UK Retiree With a Savings Account Has Until April 2027 to Move This Money — Here's Why
What to do 10 years, 5 years and 2 years from retirement
ACCOUNTANT: Passing Your Home to Your Kids? 5 Ways And What to Avoid!
Every UK Retiree With a Savings Account Needs to Move This Money — Here's Why
NEVER DOWNSIZE YOUR HOME AFTER 60: The Hidden Trap That Costs UK Pensioners Thousands (2026 Warning)
What REALLY Happens to Your State Pension After Death. Spouse Or State?
State Pension in 2026/27 - and what will it be worth in the future?
